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Portfolio (Quarterly) Guide ↗

Planning Center, Inc.

· CIK 0001910966
13F Portfolio $979M AUM 76 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 New 12 Added 26 Reduced 1 Exited
Page 3 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTI VANGUARD INDEX FDS 1,977.0 $663K 0.07% +282.0 +16.6% $335.28 +8.9%
42 IVW ISHARES TR 5,136.0 $633K 0.07% $123.26 +10.8%
43 V VISA INC Financial Services 1,784.0 $626K 0.06% $350.71 -5.7%
44 LLY ELI LILLY & CO Healthcare 560.0 $602K 0.06% $1074.68 -3.1%
45 GOOG ALPHABET INC Communication Services 1,882.0 $590K 0.06% $313.73 +22.2%
46 JNJ JOHNSON & JOHNSON Healthcare 2,570.0 $532K 0.05% $206.95 +12.0%
47 VBIL VANGUARD INSTL INDEX FD 6,556.0 $495K 0.05% -608.0 -8.5% $75.43 +0.2%
48 IWF ISHARES TR 1,013.0 $479K 0.05% $473.30 -73.7%
49 IBM INTERNATIONAL BUSINESS MACHS Technology 1,587.0 $470K 0.05% $296.30 -14.6%
50 REV GROUP INC 7,000.0 $426K 0.04% $60.81
51 IXUS ISHARES TR 4,822.0 $408K 0.04% $84.64 +12.4%
52 GOOGL ALPHABET INC Communication Services 1,189.0 $372K 0.04% $312.89 +23.9%
53 KO COCA COLA CO Consumer Defensive 5,316.0 $372K 0.04% -83.0 -1.5% $69.90 +16.1%
54 UNH UNITEDHEALTH GROUP INC Healthcare 1,104.0 $364K 0.04% $330.11 +16.1%
55 UNITED SEC BANCSHARES CALIF 36,025.0 $363K 0.04% $10.07
56 GLD SPDR GOLD TR Financial Services 903.0 $358K 0.04% $396.31 +5.2%
57 RTX RTX CORPORATION Industrials 1,857.0 $341K 0.04% $183.40 -4.7%
58 TMUS T-MOBILE US INC Communication Services 1,583.0 $321K 0.03% $203.04 -6.3%
59 SCHB SCHWAB STRATEGIC TR 11,884.0 $312K 0.03% $26.23 +9.0%
60 VUSB VANGUARD BD INDEX FDS 6,010.0 $300K 0.03% -749.0 -11.1% $49.84 -0.2%
Page 3 of 4  ·  76 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.3%
Industrials 22.3%
Financial Services 9.2%
Healthcare 8.7%
Consumer Cyclical 8.6%
Consumer Defensive 5.2%
Communication Services 4.2%
Utilities 1.5%